港股風電股領漲走強！華電福新(0816.HK)私有化成上漲動力
6月2日，在港股市場上，風電股板塊領銜上漲，華電福新飆漲超60%，大唐新能源漲超15%，新天綠色能源、瑞風新能源、龍源電力等個股有所走高。
來源於：富途牛牛
而這一板塊的漲勢主要是基於華電福新帶來的一則消息所致，即公司昨晚公告，獲華電集團以2.5港元(較5月27日收市價1.51港元溢價約65.56%)向H股股東，以及向內資股股東支付每股內資股2.29995元人民幣提私有化要約。
而除了消息帶來的支撐，近來多家券商對風電板塊目前的走勢也抱有一定的樂觀預期。
根據《2020年一季度全國電力供需形勢分析預測報告》，2020年一季度，全國新增發電裝機容量1356萬千瓦，新增非化石能源發電裝機容量709萬千瓦，佔新增發電裝機總容量的52.3%。與此同時，納入行業投資統計體系的主要電力企業風電投資281億元，同比增長185.9%，佔一季度全國主要電力企業合計完成投資的29.2%。
而隨着國內疫情趨於平穩，受益於政策帶來的利好，再加上搶裝邏輯不變，預計今年二季度風電裝機量或將大幅提升至7-10GW，環比增長190%-300%，預計全年風電裝機有望達到35GW，同比增長36%左右。
萬聯證券指出，此前風電政策落地，政策正式稿內容與徵求意見稿基本一致，穩定的政策有利於風電項目的開發。考慮到疫情影響，項目申報時間將延後一個半月，為項目申報留出充足的空間。但由於風電行業的主要市場在國內，國內疫情趨於平穩，海外疫情對產業影響較小，行業維持高景氣，且增長確定性較強。
華創證券指出，政策催化，風電板塊迎來景氣大週期；棄風率持續下行，“紅色”省份陸續解禁；存量帶補貼規模巨大，2020進入轉化高峯期；裝機指標先行，量價齊升正當時，基於此，風電行業持續高景氣，行業內公司估值較低，盈利高增長確定性較強。建議重點關注風電零部件環節以及盈利拐點將至的整機環節。
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